Vanguard LifeStrategy Moderate Growth Portfolio: Rolling Returns

Data Source: from January 1985 to May 2024 (~39 years)
Consolidated Returns as of 31 May 2024

Holding the Vanguard LifeStrategy Moderate Growth Portfolio, how long should you stay invested to have high probability to obtain a positive return?

Considering all the available data source (~39 years), the longest period with a negative return lasted 61 months (from February 2004 to February 2009).

This means that every rolling period of 62 months or above has always granted a positive return.

To obtain comprehensive information, please consult the Vanguard LifeStrategy Moderate Growth Portfolio: ETF allocation and returns page.

Previous vs subsequent Returns

Considering all 10-year rolling periods, is there a relationship between past and future returns, at a given date?

In the following chart, we show how past returns (x-axis) and subsequent returns (y-axis) are related.

Neighboring data is aggregated and occurrences are indicated. It is possible to zoom by clicking or drawing the desired area

VANGUARD LIFESTRATEGY MODERATE GROWTH PORTFOLIO
Previous vs Next Returns - 10 Years annualized
Updated to May 2024

The annualized return of the last 10 years has been 6.12% (updated at May 31, 2024).

Rolling Returns

A rolling return is a measure of investment performance that calculates the return of an investment over a set period of time, with the starting date rolling forward. This approach can provide a more accurate representation of the investment's historical performance and helps investors to evaluate the investment's consistency over time.

VANGUARD LIFESTRATEGY MODERATE GROWTH PORTFOLIO
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 June 1994 - 31 May 2024 (30 Years)
Data Source: 1 January 1985 - 31 May 2024 (~39 years)
Inflation Adjusted:

Annualized Rolling Returns - 1 Year (12 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +9.84% +43.03%
Sep 1985 - Aug 1986
-28.61%
Mar 2008 - Feb 2009
17.53%
81 out of 462
US Inflation Adjusted +7.05% +40.82%
Sep 1985 - Aug 1986
-28.61%
Mar 2008 - Feb 2009
24.03%
111 out of 462
1 Year Annualized Rolling Returns
Timeframes ending in every month
1 Year Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 2 Years (24 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.14% +33.65%
May 1985 - Apr 1987
-14.29%
Mar 2007 - Feb 2009
12.89%
58 out of 450
US Inflation Adjusted +6.16% +30.27%
Apr 1985 - Mar 1987
-16.01%
Mar 2007 - Feb 2009
17.11%
77 out of 450
2 Years Annualized Rolling Returns
Timeframes ending in every month
2 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 3 Years (36 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.72% +22.74%
Mar 1985 - Feb 1988
-6.84%
Apr 2000 - Mar 2003
6.39%
28 out of 438
US Inflation Adjusted +5.83% +19.15%
Mar 1985 - Feb 1988
-9.08%
Apr 2000 - Mar 2003
16.89%
74 out of 438
3 Years Annualized Rolling Returns
Timeframes ending in every month
3 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 4 Years (48 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.22% +20.62%
Jan 1985 - Dec 1988
-2.67%
Mar 2005 - Feb 2009
1.88%
8 out of 426
US Inflation Adjusted +5.53% +16.63%
Jan 1985 - Dec 1988
-5.08%
Mar 2005 - Feb 2009
10.33%
44 out of 426
4 Years Annualized Rolling Returns
Timeframes ending in every month
4 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 5 Years (60 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +7.85% +20.17%
Jan 1985 - Dec 1989
-0.49%
Mar 2004 - Feb 2009
0.24%
1 out of 414
US Inflation Adjusted +5.27% +15.92%
Jan 1985 - Dec 1989
-3.05%
Mar 2004 - Feb 2009
3.38%
14 out of 414
5 Years Annualized Rolling Returns
Timeframes ending in every month
5 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 6 Years (72 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +7.48% +15.85%
Mar 1985 - Feb 1991
+3.64%
Aug 1997 - Jul 2003
0.00%
0 out of 402
US Inflation Adjusted +5.09% +12.13%
Mar 2009 - Feb 2015
+0.21%
Nov 2017 - Oct 2023
0.00%
0 out of 402
6 Years Annualized Rolling Returns
Timeframes ending in every month
6 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 7 Years (84 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +7.25% +16.31%
Jan 1985 - Dec 1991
+2.06%
Mar 2002 - Feb 2009
0.00%
0 out of 390
US Inflation Adjusted +5.12% +11.91%
Jan 1985 - Dec 1991
-0.51%
Mar 2002 - Feb 2009
0.51%
2 out of 390
7 Years Annualized Rolling Returns
Timeframes ending in every month
7 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 8 Years (96 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +7.25% +14.58%
Jan 1985 - Dec 1992
+1.30%
Mar 2001 - Feb 2009
0.00%
0 out of 378
US Inflation Adjusted +4.82% +10.37%
Jan 1985 - Dec 1992
-1.07%
Mar 2001 - Feb 2009
1.06%
4 out of 378
8 Years Annualized Rolling Returns
Timeframes ending in every month
8 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 9 Years (108 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +7.40% +14.70%
Jan 1985 - Dec 1993
+0.61%
Mar 2000 - Feb 2009
0.00%
0 out of 366
US Inflation Adjusted +4.92% +10.61%
Jan 1985 - Dec 1993
-1.86%
Mar 2000 - Feb 2009
2.19%
8 out of 366
9 Years Annualized Rolling Returns
Timeframes ending in every month
9 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 10 Years (120 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +7.69% +13.21%
Jan 1985 - Dec 1994
+2.00%
Mar 1999 - Feb 2009
0.00%
0 out of 354
US Inflation Adjusted +5.17% +9.29%
Jan 1985 - Dec 1994
-0.58%
Mar 1999 - Feb 2009
0.85%
3 out of 354
10 Years Annualized Rolling Returns
Timeframes ending in every month
10 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 11 Years (132 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +7.70% +13.94%
Jan 1985 - Dec 1995
+2.62%
Mar 1998 - Feb 2009
0.00%
0 out of 342
US Inflation Adjusted +5.21% +10.10%
Jan 1985 - Dec 1995
+0.11%
Mar 1998 - Feb 2009
0.00%
0 out of 342
11 Years Annualized Rolling Returns
Timeframes ending in every month
11 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 12 Years (144 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +7.58% +13.63%
Jan 1985 - Dec 1996
+3.84%
Mar 1997 - Feb 2009
0.00%
0 out of 330
US Inflation Adjusted +4.97% +9.80%
Jan 1985 - Dec 1996
+1.39%
Mar 1997 - Feb 2009
0.00%
0 out of 330
12 Years Annualized Rolling Returns
Timeframes ending in every month
12 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 13 Years (156 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +7.21% +13.62%
Apr 1985 - Mar 1998
+4.32%
Mar 1996 - Feb 2009
0.00%
0 out of 318
US Inflation Adjusted +4.93% +10.04%
May 1985 - Apr 1998
+1.81%
Mar 1996 - Feb 2009
0.00%
0 out of 318
13 Years Annualized Rolling Returns
Timeframes ending in every month
13 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 14 Years (168 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +7.14% +13.79%
Jan 1985 - Dec 1998
+5.26%
Oct 1997 - Sep 2011
0.00%
0 out of 306
US Inflation Adjusted +4.77% +10.24%
Jan 1985 - Dec 1998
+2.73%
Oct 1997 - Sep 2011
0.00%
0 out of 306
14 Years Annualized Rolling Returns
Timeframes ending in every month
14 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 15 Years (180 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +7.07% +13.91%
Jan 1985 - Dec 1999
+4.76%
Oct 2007 - Sep 2022
0.00%
0 out of 294
US Inflation Adjusted +4.77% +10.40%
Jan 1985 - Dec 1999
+2.33%
Oct 2007 - Sep 2022
0.00%
0 out of 294
15 Years Annualized Rolling Returns
Timeframes ending in every month
15 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 16 Years (192 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +7.17% +12.75%
Jan 1985 - Dec 2000
+4.90%
Nov 2007 - Oct 2023
0.00%
0 out of 282
US Inflation Adjusted +4.78% +9.26%
Jan 1985 - Dec 2000
+2.40%
Nov 2007 - Oct 2023
0.00%
0 out of 282
16 Years Annualized Rolling Returns
Timeframes ending in every month
16 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 17 Years (204 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +7.24% +11.61%
Jan 1985 - Dec 2001
+5.21%
Jan 2000 - Dec 2016
0.00%
0 out of 270
US Inflation Adjusted +4.74% +8.25%
Jan 1985 - Dec 2001
+2.89%
Nov 2006 - Oct 2023
0.00%
0 out of 270
17 Years Annualized Rolling Returns
Timeframes ending in every month
17 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 18 Years (216 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +7.27% +10.45%
Jan 1985 - Dec 2002
+5.59%
Apr 2000 - Mar 2018
0.00%
0 out of 258
US Inflation Adjusted +4.78% +7.16%
Jan 1985 - Dec 2002
+3.34%
Mar 1991 - Feb 2009
0.00%
0 out of 258
18 Years Annualized Rolling Returns
Timeframes ending in every month
18 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 19 Years (228 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +7.34% +11.05%
Jan 1985 - Dec 2003
+5.17%
Jan 2000 - Dec 2018
0.00%
0 out of 246
US Inflation Adjusted +4.84% +7.80%
Jan 1985 - Dec 2003
+2.96%
Jan 2000 - Dec 2018
0.00%
0 out of 246
19 Years Annualized Rolling Returns
Timeframes ending in every month
19 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 20 Years (240 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +7.28% +11.07%
Jan 1985 - Dec 2004
+5.02%
Apr 2000 - Mar 2020
0.00%
0 out of 234
US Inflation Adjusted +4.75% +7.80%
Jan 1985 - Dec 2004
+2.88%
Apr 2000 - Mar 2020
0.00%
0 out of 234
20 Years Annualized Rolling Returns
Timeframes ending in every month
20 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

To obtain comprehensive information, please consult the Vanguard LifeStrategy Moderate Growth Portfolio: ETF allocation and returns page.